DFX Intelligence
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Team lift-out
2 advisors left S••••••••• I••••••••• M••••••••• L•• for D••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Andrew Bratvold | Stillwater, Mn | Oct 9, 2023 | Jun 1, 2023 |
| James Kehoe Tonrey | Stillwater, Mn | Oct 9, 2023 | Jun 1, 2023 |
The rule
- Registrations ended
- Oct 9, 2023
- Registered next
- Jun 1, 2023
- Branch state
- MN
- Cities
- 1, most in S•••••••••, Mn
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape